DFAR — DIMENSIONAL ETF TRUST

Ownership history in Core Wealth Management, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Management, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.13% (2024 Q4)
Avg. % of fund
3.77%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 477,897 +9,177 +2.0% 3.41% $10.9M $22.90
2025 Q3 ADDED 468,720 +10,817 +2.4% 3.60% $11.2M $23.46
2025 Q2 ADDED 457,903 +9,925 +2.2% 3.79% $10.7M $22.94
2025 Q1 REDUCED 447,978 -6,439 -1.4% 4.09% $10.6M $23.11
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAR price (monthly, adj. close)

Other funds also holding DFAR

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 9.57% Fidato Wealth LLC 3Y 7.66% GREAT OAK CAPITAL PARTNERS, LLC 5.79% RAM Investment Partners, LLC 5.61% Vannoy Advisory Group, Inc. 4.04% Rather & Kittrell, Inc. 3Y 3.72% Onyx Financial Advisors, LLC 3Y 3.63% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 3.51% Oceanside Advisors LLC 3.08% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 2.96%
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